Document Management Settings screen
Use the Document Management Settings screen to establish basic information, which is used to control how documents are handled for a company, including automatically creating PDF files, requiring change reasons, and allowing document routing.
There are a default set of document management settings. You can modify these settings as needed.
Document Type |
Require Change Comment on Save |
Force Create Document PDF File on Save |
|---|---|---|
Change Management Record |
No |
No |
Checklist |
No |
No |
Contract Invoice |
No |
No |
Customer Invoice |
No |
No |
Customer Lien Notice |
No |
No |
Customer Lien Release |
No |
No |
Daily Field Report |
No |
No |
Drawing |
No |
No |
Drawing Package |
No |
No |
Field Order |
No |
No |
Foreign Document |
No |
<Not Available> |
Issue |
No |
No |
Meeting Minutes |
No |
No |
Owner Change Order |
No |
No |
Project Plan |
No |
No |
Purchase Order |
No |
No |
Record Of Employment |
No |
No |
Request For Information |
No |
No |
Subcontract |
No |
No |
Subcontract CO |
No |
No |
Submittal |
No |
No |
Submittal Package |
No |
No |
Time and Material Invoice |
No |
No |
Transmittal |
No |
No |
Vendor Invoice |
No |
<Not Available> |
Vendor ITB Request |
No |
No |
Vendor Lien Notice |
No |
<Not Available> |
Vendor Lien Release |
No |
No |
